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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 47-4183432 | Actuarial | $134,135 |
WELLS FARGO BANK, N.A.4+ years Filed as: WACHOVIA SECURITIES/WELLS FARGO ADV Service code 16 · EIN 23-2384840 | Consulting | $114,578 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 11 · EIN 13-4008324 | Actuarial | $50,961 |
RELIANCE TRUST COMPANY4+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $27,143 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $20,000 |
GRAY ROBINSON3 years Service code 29 · EIN 59-1300132 | Legal | $17,341 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -5.91% | 4.52%-10.4pp | -0.70%-5.2pp | 0.19%-6.1pp |
| Employer contribution / active EE | $6,270 | $13,719-54.3% | $28,903-78.3% | $13,763-54.4% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |